LifeGuide Financial Advisors, LLC
LifeGuide Financial Advisors, LLC reported 45 holdings worth US$356M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 20, 2026
LifeGuide Financial Advisors, LLC reported 45 holdings worth US$356M as of Sep 30, 2026. Largest: Dimensional Global Real Estate ETF, Schwab US TIPS ETF and iShares 7-10 Year Treasury Bond ETF. Filed Oct 20, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$356M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Dimensional Global Real Estate ETF | 2.73M | US$73.8M | 20.7% |
| Schwab US TIPS ETF | 2.26M | US$56.7M | 15.9% |
| iShares 7-10 Year Treasury Bond ETF | 541K | US$48.4M | 13.6% |
| Vanguard ESG U.S. Stock ETF | 164K | US$22.3M | 6.3% |
| Dimensional International Core Equity 2 ETF | 515K | US$19.4M | 5.4% |
| Vanguard Morningstar Total Stock Market ETF | 49,481 | US$18.5M | 5.2% |
| Vanguard ESG International Stock ETF | 201K | US$16.3M | 4.6% |
| Vanguard FTSE Developed Markets ETF | 112K | US$7.89M | 2.2% |
| Dimensional Emerging Markets Core Equity 2 ETF | 173K | US$6.86M | 1.9% |
| Praxis Impact Large Cap Growth ETF | 160K | US$6.54M | 1.8% |
| Praxis Impact Large Cap Value ETF | 184K | US$6.37M | 1.8% |
| Vanguard Real Estate ETF | 47,382 | US$4.25M | 1.2% |
| Vanguard S&P 500 ETF | 4,886 | US$3.42M | 0.96% |
| Apple Inc | 9,339 | US$3.11M | 0.87% |
| Inspire 500 ETF | 11,052 | US$3.01M | 0.84% |
| iShares 0-5 Year TIPS Bond ETF | 29,755 | US$2.97M | 0.83% |
| Vanguard Short-Term Treasury ETF | 51,286 | US$2.95M | 0.83% |
| Inspire International ETF | 56,584 | US$2.19M | 0.62% |
| Vanguard FTSE Emerging Markets ETF | 36,859 | US$2.19M | 0.61% |
| State Street SPDR S&P 500 ETF | 1,542 | US$1.18M | 0.33% |
| International Business Machines Corporation | 4,994 | US$1.1M | 0.31% |
| Burke & Herbert Financial Services Corp. | 14,260 | US$978K | 0.27% |
| Inspire Corporate Bond ETF | 33,466 | US$770K | 0.22% |
| SPDR Gold Shares | 1,806 | US$688K | 0.19% |
| Vanguard Russell 1000 Value ETF | 6,027 | US$655K | 0.18% |
| Walmart Inc. | 5,973 | US$621K | 0.17% |
| Vanguard Morningstar Small-Cap ETF | 2,042 | US$581K | 0.16% |
| Microsoft Corp. | 1,117 | US$573K | 0.16% |
| The Hershey Company | 2,986 | US$471K | 0.13% |
| Vanguard Morningstar Mid-Cap ETF | 5,456 | US$428K | 0.12% |
| Mccormick & Company, Incorporated | 8,538 | US$396K | 0.11% |
| Amazon.com, Inc. | 1,565 | US$390K | 0.11% |
| United Parcel Service, Inc. | 4,171 | US$390K | 0.11% |
| Meta Platforms, Inc. | 475 | US$344K | 0.10% |
| Pnc Financial Services Group, Inc. (the) | 1,520 | US$338K | 0.09% |
| Vanguard Ultra-Short Treasury ETF | 4,112 | US$311K | 0.09% |
| Nvidia Corporation | 1,343 | US$307K | 0.09% |
| Ppl Corporation | 9,024 | US$297K | 0.08% |
| Caterpillar, Inc. | 358 | US$290K | 0.08% |
| Mcdonald's Corporation | 1,200 | US$277K | 0.08% |
| Johnson & Johnson | 911 | US$241K | 0.07% |
| Berkshire Hathaway Inc. | 452 | US$225K | 0.06% |
| Direxion Daily Real Estate Bull 3X ETF | 16,078 | US$133K | 0.04% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Cummins Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
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